Toncoin Buy-Zone, 466% Rise Starts Now (2330% With 5X Lev.)Truly, opportunities like this do not present themselves very often. Toncoin is now trading within a long-term buy-zone with a higher low bullish signal confirmed.
This signal is confirmed based on multiple TA factors, want to look at those?
— There is a perfect ABC correction pattern.
— There is strong buying at the correction C wave low.
— The same level were support was found was also resistance back in December 2022, Jan., Feb., & March 2023, as well as October and November 2023. A classic strong, long-term resistance level turned support.
— Marketwide action is pointing up.
— The fact that Notcoin is bullish and rising, a related Cryptocurrency, lends additional support to the bullish bias on this pair.
This is not all, a new bullish impulse is also predicted based on the very advanced system of Elliott Wave Theory, the Wave Principle.
» Toncoin (TONUSDT) Trading Strategy
Easy yet strong and high potential for profits target can be seen on the chart for your convenience, the strategy is very simple; leverage or spot, you simply buy and hold, the market will take care of the rest. Once the action goes green and resistance is met, that's the time to take profits and move on to the next trade. You can always comeback when there is a retrace. The market moves in waves.
Prices will grow, yes, but then they will move lower in search for support. Once this drop happens, that's the time to enter again for another LONG. Just as it is now, there was bullish growth followed by a correction, when the correction hits bottom, we go LONG. When the market peaks, we go SHORT (sell—take profits).
Thanks a lot for your continued support.
The correction is over, it is the best time possible to buy and hold.
Focus on the long-term. The market offers endless opportunities. The only way to lose is if you give up. If you made a mistake, just try again. Cryptocurrency is here to stay.
Namaste.
Tonusdt
Global Market Overview. Part 4.3: TON
TON Coin: The Undervalued Giant with Telegram’s DNA
(Previous article: )
It’s time to talk about an asset that I rank alongside Solana, Ethereum, and Bitcoin — despite its relatively modest market cap.
I’m talking, of course, about TON Coin.
And here’s why I fully believe in its potential — why TON isn’t just another altcoin, but a project with vision, architecture, and a mission that most assets on the market sorely lack.
A Project Born from Telegram’s Philosophy
TON is not a speculative startup. It’s a continuation of Pavel Durov’s vision — a man who’s already proven he can build digital ecosystems with hundreds of millions of users, and do it without bowing to outside pressure.
Yes, the road was rough:
During its ICO in 2018–2019, TON faced lawsuits in the U.S. totaling over $100 million
American regulators effectively delayed the launch, fearing the uncontrollable rise of a blockchain funded by U.S. citizens
The project had to abandon its original launch plan — but it didn’t disappear. It simply rebooted in a new form: as a public blockchain network
Today, Toncoin exists as part of Telegram’s Web3 infrastructure, and its tokenomics are already integrated into the app.
This is not some "future roadmap" — it’s already live:
Payments in TON inside Telegram
Web3 tools for creators
Bots, wallets, NFTs, and mini-apps running on TON
All within the world’s most popular messaging platform
Telegram Isn’t Just an App — It’s a Movement
Here’s the key: Telegram is no longer just a messenger. It’s a new type of global media platform.
In 2024, Telegram topped download charts worldwide — including in the U.S., Latin America, Europe, and the Middle East
After Pavel Durov was detained in France at the request of intelligence agencies — following Telegram’s refusal to cooperate with authorities and hand over user data — the app became a symbol of digital freedom
It wasn’t a scandal — it was a marketing triumph. App installs surged, and interest in TON soared
TON isn’t just a token — it’s Telegram’s payment layer.
And that will matter enormously in the long run.
Weak Hands Are Gone. Strong Hands Are Entering.
TON didn’t go parabolic like Solana or Doge did in their early days.
And that’s a good thing.
The speculators looking for quick flips are gone
The builders and long-term thinkers — the ones who recognize real-world utility and deep integration — are quietly accumulating now
In my view, the current price zone is one of the best accumulation opportunities in the entire market:
Market cap is low by mainstream crypto standards
The tech is live and working
The ecosystem is growing
Telegram is expanding rapidly in the U.S.
Early-stage discussions about ETF approval for TON are already happening (informally — but significantly)
My Strategy for TON
I’m buying TON for the long haul.
Not for a week. Not for a month.
But for at least 12–18 months.
Because:
A 3x–5x return is absolutely realistic
The product is integrated into an ecosystem used by hundreds of millions daily
Pavel Durov isn’t some anonymous dev — he’s a visionary who’s already built a global-scale digital tool
Even without major news, TON has a base case target of $3–3.50.
If we get ETF approvals or deeper integration into Telegram Premium, the upside could be far greater.
For Futures Traders
Even if you're not a long-term holder, there are clear opportunities here:
The current $1.80–2.00 zone is ideal for tactical entries
$3.50 is technically reachable even without a big news catalyst
Moderate leverage and defined risk can work well — especially if you're not chasing tops
A Critical Reminder
Fundamental analysis isn’t about timing RSI.
It’s about understanding what an asset means in the broader context of economy, media, politics, and tech.
Right now, the market is noisy and turbulent:
Tariff war tensions
China’s retaliatory measures
Elevated volatility
Media hysteria
Political manipulation
But in all this noise, it’s easy to miss the signal:
Crypto is maturing.
And the U.S. wants control — not through brute force, but through smart moves: by capturing infrastructure and acquiring strategic assets.
Until they tighten the noose with heavy-handed regulation — we have a first-mover advantage.
Final Thought
TON Coin is not a hype play. It’s a strategic asset of the next crypto economy.
It’s tied to Telegram
It doesn’t rely on memes
It’s integrated into a real, living audience
It’s supported by a team that’s proven itself
If you want to argue — drop your thoughts in the comments.
If this article resonated — show some love.
As always, I don’t offer investment advice. I just share what I’m doing.
And TON is in my portfolio.
Right now. And for the future.
Toncoin: Resistance Turned Support —The Internet 2.0Here we have a classic dynamic within the Cryptocurrency market. A resistance level once conquered, becomes a support level when a pair enters a correction.
In December 2022 Toncoin peaked after finding resistance. This level turned out to be a strong resistance and remained valid for more than a year. There were several failed attempts to break this level in late 2023 and in February 2024. Finally, it was conquered in March 2024 with the start of a major bullish jump... Things change.
After a bullish wave invariably a correction develops. How far down will prices go?
A previous strong resistance can work as a strong support. This support zone has now been activated in 2025 and it holds. This is a very important zone and can be used to buy and accumulate.
Whenever TONUSDT trades on the orange zone on the chart, buyers should buy and can buy, this zone can never break. This price range worked as resistance for an entire year and three months, in reverse, it will stop a drop on its track and can be the launchpad for the next bull market phase.
This is it. Support has been found.
Notice the strong rise in buy volume in March 2025, right when this support zone is hit/activated. Notice the super high bearish volume afterward, yet Toncoin remains trading within a higher low.
This is it, that's the signal. The low is in.
The next move will be up and up we go.
I hope you find this article in good timing.
Good entry timing. Great prices.
The time is right and the time is ripe.
Crypto is about to explode. The biggest explosion in the history of finance.
The evolution of money.
The Internet 2.0.
Namaste.
Hey Look! Sellers are Getting Weaker You may notice that the recent price declines are becoming smaller (marked by the grey arrows). The red candlesticks are shrinking, indicating that selling pressure is weakening while buyers are gradually stepping into the market.
As sellers lose momentum, we can expect the support area between 2.779 – 2.713 to hold and potentially trigger a price bounce. For now, we wait for the price to reach this zone and look for a clear confirmation signal before entering.
From a chart pattern perspective, a falling wedge reversal is forming — a pattern often associated with bullish reversals. The 2.779 – 2.713 support area aligns with this pattern and can be considered a potential buy zone, provided we get proper confirmation.
TON Long???📈 Price Action Overview:
Asset: USDT Pair (Exact asset not specified, assuming it's a crypto token)
Current Price: ~$2.99
Previous High: ~$4.08
Swing Low: ~$2.36
🔍 Chart Patterns & Structure:
Rising Wedge (Bearish Breakdown)
Formed after the impulsive rally from $2.36 to $4.08.
Price broke down from the wedge, confirming bearish sentiment and starting a corrective phase.
Descending Triangle / Falling Wedge (Potential Reversal)
Price consolidating around the $2.8 - $3.0 region.
A slight bullish divergence seen (explained in RSI section).
🔢 Fibonacci Retracement Levels:
Drawn from swing low ($2.36) to swing high ($4.08):
0.236: $3.58
0.382: $3.31
0.5: $3.10
0.786: $2.65
1.0: $2.36 (full retracement)
Currently trading between 0.786 and 0.5 Fib zones, in a key support area.
🟣 Support & Resistance Zones:
Major Resistance:
$4.08 (swing high)
$3.58 - $3.60 (Fib 0.236)
Current Resistance:
$3.10 (Fib 0.5)
$3.31 (Fib 0.382)
Support Zone (highlighted purple):
$2.80 (horizontal support)
$2.65 (Fib 0.786)
$2.36 (previous low)
📊 RSI (Relative Strength Index):
Current RSI: 49.16 (Neutral zone)
Key Observation:
Bullish Divergence: RSI made higher lows while price made lower lows around April 7–12.
Trendline Support on RSI: An ascending trendline suggests building bullish momentum.
May hint at a short-term reversal or bounce.
🔮 Potential Scenarios:
Bullish Case:
Bounce from $2.8-$2.9 support area.
Break above $3.10 = likely push to $3.31 or higher.
RSI breaking above 50 would confirm bullish momentum.
Bearish Case:
Failure to hold above $2.80 support.
Breakdown toward $2.65 or even $2.36 (swing low).
RSI dipping below the rising trendline = loss of bullish strength.
✅ Conclusion:
Currently in a critical demand zone.
Early signs of a bullish reversal forming (thanks to RSI divergence).
If buyers hold $2.80 and push past $3.10, a short-term uptrend is likely.
Watch volume + RSI for confirmation.
Short Position TON/USDT🔻 TON/USDT – Key Rejection at Supply Zone
The price just tapped into the Possible Short Zone (3.226–3.348) and is showing early signs of rejection.
📉 Short Bias Activated
This zone aligns with a prior breakdown level + unfilled imbalance, making it a prime area for institutional sell interest.
🔹 Entry Area: 3.225 – 3.348
🔹 Target: 2.770 (⚠️ Major demand zone)
🔹 Risk Invalidation: Clean break above 3.348
🧠 Why it matters:
This move is textbook liquidity engineering—pullback into prior supply, where smart money might reload shorts before a potential move toward the 2.77 demand floor.
NOT/USDT:WHAT DO YOU THINK!Hello friends
The TON ecosystem has a lot of potential and gives good profits.
Due to the price drop, we have reached a good support area, which is also the bottom of the channel. Now we can buy in stages and with capital management and move to the specified goals.
Always buy in fear and sell in greed.
*Trade safely with us*
TON Bullish📉 TON/USDT 4H Analysis:
After breaking below the key support at 3.729, TON saw a sharp drop toward 2.849, where it found a strong bullish reaction. A short-term bullish correction is currently underway, but resistance at 3.3–3.4 and the 200 EMA may limit further upside. If TON fails to break through, it could retest 2.849 or drop to the 2.505 demand zone. For a true bullish reversal, a confirmed breakout and consolidation above 3.729 is essential.
Long Possible Zone TON/USDT⚡ Toncoin (TON/USDT) – Bullish Reversal in Play? 📈
TON just tapped into a high-confluence Long Zone between $2.80 – $2.337, which acted as a powerful demand area during the last consolidation phase in late March. After a sharp drop today, price is now sitting at a key decision level. 🟢
🔹 Long Zone: $2.80 – $2.337
🔹 Historical Support: Held in late March before a significant run
🔹 Target: $4.20
📈 If price holds this zone, we could see a strong bullish reversal toward the $4.20 region or above. The descending wedge pattern hints at a textbook accumulation-to-expansion setup—but only with proper confirmation. 🚀
🟢 High reward-to-risk setup for swing traders watching for trend shifts.
⚠️ Don’t rush in. Look for signs of strength before entering.
Are you bullish on TON/USDT? Let’s discuss! 👇
TON USDT Buy Setup 1. Price Action and Trend Analysis
• Current Price and Movement: The current price of TONUSDT is 3.2440, down by 2.72% (as shown in the header). The chart shows a recent decline from a high of around 3.58777 (marked on the chart).
• Trend: The price appears to be in a downtrend after hitting a peak. However, the chart also shows a potential ascending triangle pattern (a bullish continuation pattern) with higher lows forming around the 2.35877 and 2.65256 levels and a resistance zone between 3.1010 and 3.24439 (highlighted in purple).
• Key Levels:
• Support: Around 2.35877 to 2.65256 (previous lows and the lower trendline of the ascending triangle).
• Resistance: The purple zone between 3.1010 and 3.24439, which the price is currently testing.
• Recent High: 3.58777 (a potential target if the price breaks above resistance).
• Recent Low: 2.35877 (a critical support level if the price continues to decline).
2. Volume Analysis
• The chart includes volume bars at the bottom, but they are not explicitly labeled. Generally, in a pattern like an ascending triangle, you’d want to see increasing volume on upward moves (indicating buying pressure) and decreasing volume on pullbacks (indicating lack of selling pressure). From the chart, volume appears relatively stable, with no significant spikes, suggesting a lack of strong momentum in either direction at the moment.
3. Indicators
• Relative Strength Index (RSI): The RSI is shown in the lower panel, currently at 41.01.
• RSI below 50 indicates bearish momentum, but it’s not yet in oversold territory (below 30). This suggests the price could still decline further before a potential reversal.
• The RSI has been trending downward recently, aligning with the price decline from the 3.58777 high.
4. Pattern Analysis: Ascending Triangle
• The chart shows an ascending triangle pattern, which is typically a bullish continuation pattern:
• Higher Lows: The price has formed higher lows at 2.35877, 2.65256, and 2.80841, indicating buyers stepping in at higher levels.
• Flat Resistance: The price has repeatedly tested the resistance zone around 3.1010 to 3.24439 but failed to break above it decisively.
• Implication: If the price breaks above the 3.24439 resistance with strong volume, it could target the recent high of 3.58777 or higher. The potential target for an ascending triangle breakout is often calculated by measuring the height of the triangle (from the base to the top) and projecting it upward from the breakout point:
• Height of triangle: Approximately 3.24439 - 2.35877 = 0.88562.
• Potential target if breakout occurs: 3.24439 + 0.88562 ≈ 4.13001.
5. Liquidity Levels
• The chart marks liquidity levels with numbers in parentheses, such as (3.58777), (2.80841), etc. These likely represent stop-loss or take-profit levels where liquidity might be clustered:
• Above the current price (e.g., 3.58777), there may be sell-stop orders or take-profit levels from short positions.
• Below the current price (e.g., 2.35877), there may be buy-stop orders or stop-loss levels from long positions.
• The price often moves toward these liquidity zones to “hunt” stops before reversing, so a drop below 3.1010 could target the 2.80841 or 2.65256 levels.
TON Long TrrigerTONUSDT | Bullish Retest & Fibonacci Confluence 🚀
TON has recently pushed into new highs, forming a strong uptrend on the 15-minute timeframe. The price is currently pulling back into key Fibonacci retracement levels, creating a potential long entry opportunity.
🔹 Technical Analysis:
✅ Trendline Support: The price is respecting an ascending dashed trendline, indicating bullish structure continuation.
✅ Fibonacci Levels: The 0.382 ($4.0286) and 0.5 ($3.9923) levels align with key support zones.
✅ EMA Confluence: Price is interacting with the 7, 25, and 99 EMAs, suggesting a possible bounce.
📊 Key Levels to Watch:
🔹 Immediate Support: $4.0286 (Fib 0.382)
🔹 Stronger Support: $3.9923 (Fib 0.5)
🔹 Breakout Resistance: $4.0740 (Fib 0.236)
🔹 Major Target: $4.1486
🚀 Long Setup Confirmation:
A strong bounce from the Fibonacci retracement levels ($4.0286–$3.9923) with increasing volume could confirm a long entry. A break above $4.0740 would signal bullish continuation towards $4.1486 and beyond.
🔻 Invalidation & Risk Management:
A break below $3.9563 (Fib 0.618) could invalidate this setup.
A stop-loss can be placed below this level to minimize risk.
If the trend holds, TON could be gearing up for another leg up! Watch for a strong reaction at key Fibonacci levels.
#TON #Crypto #Trading #LongSetup #TechnicalAnalysis 🚀
Is a TON Pump Coming?Is a TON Pump Coming? 🚀
TON, the blockchain developed by Telegram’s team, has gained significant attention due to its low transaction fees and strong connection with Telegram. Recent increases in liquidity and demand indicate growing investor interest in this cryptocurrency.
🔹 Technical Analysis:
TON is currently in a short-term uptrend, with $4 acting as a key resistance level. A confirmed breakout above this level could push the price towards $7. However, failure to break this resistance may lead to a price correction toward lower support levels.
🔹 Potential Risks:
A significant portion of TON tokens is held by whales, which could lead to high volatility. Additionally, its unlimited supply poses long-term inflation risks if not managed properly.
🔹 Growth Catalysts:
Recent positive news, such as Telegram’s potential partnership with AI (Grok) and the release of key updates, could drive further demand. If TON sustains its momentum and breaks key resistance levels, it may enter a stronger bullish phase.
📌 Conclusion:
While TON has strong fundamentals and market interest, its long-term stability depends on supply management and investor behavior. Entry at key levels with proper risk management is essential for those looking to trade or invest. 🚀
TradeCityPro | TONUSDT From Pavel’s Release to Blockchain Events👋 Welcome to TradeCityPro Channel!
Let’s dive into the analysis of TON, one of the most efficient and widely used blockchain projects that is making significant waves in the space.
🌐 Overview Bitcoin
Before starting the analysis, I want to remind you that we have moved the Bitcoin analysis to a separate section based on your requests. This allows us to discuss Bitcoin’s status in more detail and analyze its charts and dominance separately.
This is the general analysis of Bitcoin dominance, which we promised you in the analysis to analyze separately and analyze it for you in longer time frames.
🚀 Pavel Durov’s Release!
Pavel Durov, Telegram’s founder, has returned to Dubai after months of restrictions in France. He was detained in August 2024 over content monitoring allegations but announced on March 17, 2025, that he has finally returned to his main residence and Telegram’s headquarters in Dubai.
Durov thanked his team and lawyers, emphasizing that Telegram had gone beyond its legal obligations. While investigations in France continue, this return could be a turning point for Telegram’s future.
At the same time, the TON blockchain is gaining attention with its NFT ecosystem, including projects like GetGems and TON Diamonds. From Telegram usernames as NFTs to event tickets, TON is building a fast, scalable, and practical ecosystem that’s making headlines.
🔍 Deep Research
In our previous analysis, we conducted an in-depth fundamental review of TON—covering team background, blockchain developments, and ecosystem growth. Since investing requires a full understanding of a project, make sure to check out the previous analysis if you haven’t already.
📊 Weekly Time Frame
TON is one of the strongest altcoins in the market right now. While most altcoins have reached or formed new lows, TON is still holding above major supports.
After forming its all-time high of $8.288, TON entered a distribution zone. Due to overall market corrections, it lost the $4.765 support, leading to a sharp drop that reached the $2.650 support an area we previously identified for entries.
This support level is crucial, as it represents nearly 50% of the chart’s structure. Additionally, the 0.786 Fibonacci level and previous long-term resistance reinforce its importance. As seen on the chart, after touching this level, TON bounced sharply.
There is no clear spot buying trigger at this time frame yet. However, if TON forms a higher low, the chart will turn fully bullish.
For exit strategies, I am currently utilizing my TON within its ecosystem (NFT trading, etc.), so I do not plan to sell unless the price drops below $1.914.
📉 Daily Time Frame
After getting rejected at $6.912, TON entered an ascending triangle pattern—which is typically a bearish continuation pattern. The chart continued forming lower highs and lower lows, indicating that selling pressure outweighed buying interest.
After breaking down from this triangle, TON experienced a sharp 50% drop from the breakout point. However, upon reaching the $2.512 support, the price suddenly pumped, partly influenced by Pavel Durov’s release and new TON blockchain developments.
Even without the fundamental catalysts, this support level was critical, and a bounce was likely. This move has now formed a V Pattern, which is bullish.
If TON breaks above $3.857, we could see further price increases, making this a potential buy opportunity. Confirmation signals include RSI entering overbought territory and increased volume.
⏳ 4H Time Frame
TON is on my watchlist for long positions due to its strong hype and ecosystem developments.
🟢 Long Position:
We are currently testing a major resistance at $4.076. If this level breaks, we can safely enter a long position. If a lower time frame trigger appears, it may be worth entering early.
🔴 Short Position:
I generally don’t recommend shorting TON, but if it breaks below $3.569, it could trigger a decent short trade. However, since TON is still ranging in the daily time frame and market volume is low at the end of the month, be cautious—unpredictable wicks are likely.
✍️ Final Thoughts
Stay level headed, trade with precision, and let’s capitalize on the market’s top opportunities!
This is our analysis, not financial advice always do your own research.
What do you think? Share your ideas below and pass this along to friends! ❤️
#TON/USDT#TON
The price is moving within a descending channel on the 1-hour frame and is expected to continue lower.
We have a trend to stabilize below the 100 moving average once again.
We have a downtrend on the RSI indicator, supporting the upward move with a breakout.
We have a resistance area at the upper limit of the channel at 3.73.
Entry price: 3.69
First target: 3.60
Second target: 3.515
Third target: 3.40
TON/USDT: Bullish Continuation Builds Above Key Breakout ZoneThe TON/USDT market is maintaining its upward momentum after breaking out of a consolidation phase, currently testing the psychological level of 4.00. Although a pullback toward the support level and upward trendline remains possible, the breakout and close above the consolidation zone suggests that this area may now act as support.
On the daily timeframe, a bullish engulfing candle has formed, reinforcing the presence of strong buying pressure. If the market retests and holds above the breakout zone, further upside is likely. The next key target is the resistance zone around 4.40, with potential to extend toward the 4.50–4.80 range
TON Claims $4 Pivot Amidst A Golden Cross PatternThe price of CRYPTOCAP:TON spiked 9% today reclaiming the $4 price pivot with further growth set to occur amidst a "Golden Cross" pattern.
The Open Network ( CRYPTOCAP:TON ) is a revolutionary blockchain platform designed to handle millions of transactions per second. It uses a unique multi-blockchain architecture with dynamic sharding and instant messaging between chains.
The system aims to make blockchain technology accessible to everyday users through integration with messaging apps and user-friendly services. TON has become one of the fastest-growing blockchain ecosystems, with numerous decentralized applications and services being built on its infrastructure.
As of the time of writing, CRYPTOCAP:TON is up 9% trading within overbought regions as hinted by the RSI at 78.78 with growing momentum and the appearance of a golden cross pattern, a breakout to $6 is feasible.
For TON, a breakout above the 1-month high pivot could cement a move to the $6 region. Similarly, in the case of a cool-off, given the RSI is overbought, the 38.2% Fibonacci level is acting as support for $TON.
Toncoin Price Live Data
The live Toncoin price today is $3.96 USD with a 24-hour trading volume of $285,169,930 USD. Toncoin is up 8.27% in the last 24 hours. The current CoinMarketCap ranking is #12, with a live market cap of $9,833,721,005 USD. It has a circulating supply of 2,484,304,181 TON coins and the max. supply is not available.
2024-2026 Exploration of 5-100x Web3 cryptos and Stock Targe【Old article on 2024-3-5】-republish due to private indicators before
Time flies, nearly four years have passed since we wrote a similar article, and we feel quite satisfied as 95% of the predictions have been met. Except for Boeing, which surprisingly didn't take off, Bilibili ($19), BTC ($3800), Tiger $3, and PDD ($19) achieved the expected 5-10x growth within two years. The subsequent performances of ACH,UOS, NEAR, and ALGO
provided even greater surprises with 10-80x gains.
However, I continuously reflect and hope to improve my judgment since, compared to readers who directly read the articles, those of us immersed in the sea of information sometimes have our initial judgments clouded by various external factors.
We prefer to express our views at relatively low or high points in advance, allowing time to silently validate these opinions. Real-time perspectives are highly attractive but also constantly at risk, demanding much energy and health. Many have faced health warnings, and we hope everyone remains healthy and happy in 2024. I lean towards identifying the start and end points, then trusting the driver and natural progression for everything in between.
Returning to the topic, it has been over two and a half years since a similar article, and I will discuss a few targets and core catalysts I believe are underestimated:
1.Bitcoin (BTC) BINANCE:BTCUSD
Introduction: Born in January 2009 as a hedge against inflation after the 2008 financial crisis, BTC has experienced nearly 16 years. Its underlying logic and blockchain technology have birthed foundational blockchains like Ethereum, ADA, SOL, AVAX, CFX, and Algo. BTC's development attributes have expanded potential applications, such as Stacks and RGB protocols. My ultimate expectation for BTC is simple: it could be valued highly just as a new E-GOLD for decades to come. If its ecosystem applications further explode, it could become one of this century's leading assets.
Key Catalysts: The 2024 halving, reducing block rewards to 3.125 and resulting in a yearly inflation of about 0.782%, which is lower than the inflation rates of most developed countries. The next wave of funding entering the industry could be expedited by the SEC’s approval of ETFs, the alleviation of sell pressure from Grayscale's repositioning and MGOT, and traditional financial risks causing forced rescue actions by BTC-holding companies to pass.
● Expected Valuation: $200,000 MC: 4.2 trillion USD, marking the beginning of a new world, extensively unfolding application scenarios
Reminder: It's important to emphasize that long-term expected valuations do not imply a straight path upwards from current price points. There might be an average upward trend, but short-term intense volatility is possible. Always remember not to engage in long-term commitments with high leverage. This reminder is also placed here for additional caution.
2.Telegram Ime ( POLONIEX:LIMEUSDT Lime) & TON ( BINANCE:TONUSDT TON)
Introduction
Ime Messenger is a special version of Telegram, integrating functionalities such as a multi-chain wallet, enabling direct transfers of various blockchain assets like BTC, ETH, AVAX, BNB, Polygon, Mantle, AVAX, etc., among Telegram friends. It incorporates features like Binance Pay, direct Google Translate in Twitter and TG conversations, and optimizes Telegram's overall layout and usability.
Telegram accounts and chat histories, along with other crucial data, can be directly utilized in the Ime version of Telegram without the need for a new account. Similarly, chat histories in the IME version will automatically sync with the original Telegram version, facilitating easy switching. The Ime version essentially acts as an integrator, merging the Web3 world into the TG ecosystem, with TON leaning towards the chain ecosystem.
TON is a native public blockchain ecosystem developed on top of Telegram, serving as an inherited blockchain project from TG's original project team. It introduces more development possibilities and diversity to Telegram's native ecosystem growth.
● Core Logic:
Within three years, the user base of the Ime version increased from 2 million to 10 million users, a 500% increase. The friendly relationship with Telegram's founding team enables seamless connection to Telegram's 700 million users. The latest multi-chain Token group red packet function uses Lime as the Gas fee, which will greatly benefit the project's operation and promotion if more convenient modes are optimized in the future. Ime's multi-chain integration feature can help project parties integrate into the Telegram ecosystem faster. Currently, LIME's FDV fluctuates between $5M and $10M, far below the valuation of many primary market projects.
TON, as TG's native underlying public blockchain, ranks at the forefront in terms of operational level and market promotion. It can be directly used in the original version of TG, reducing the teaching cost. Although it doesn't support multi-chain, the wallet is a single-chain wallet in the form of a dialogue box. TON itself also has enough potential, and its FDV has surpassed $10 billion, indicating the market's expectations for Telegram.
● Keys to Launch:
Ime Lime:
Due to the presence of many hardcore tech personnel from Russia and Ukraine, the involvement of core operational PR is needed to enhance the project's self-marketing capability.
Further optimization of the TG group members' ability to freely use the red packet function to send various TOKENs as rewards to group members.
More optimization of TG functionalities to be utilized.
Further support and policies from Russia towards blockchain applications.
TON:
A more lenient regulatory stance from the SEC towards the official Telegram TON.
Collaboration and output of SocialFi Killer-level projects on the chain.
An increase in GameFi entering through TG as a portal.
● Expected Valuation:
Lime: Current MC FDV: $5.7M, Expected FDV: 3B-5B
TON: Current MC FDV: $MUN:10B, Expected FDV: $60B
3.Conflux (CFX)
BINANCE:CFXUSDT
● Basic Introduction:
Conflux is a Layer 1 public blockchain supported by a team that includes a Turing Award winner and technical advisors from Tsinghua University's Yao Class, aimed at long-term development platforms for dApps, e-commerce, Web 3, and metaverse infrastructures. Its Tree-Graph consensus mechanism, which combines Proof of Work (PoW) and Proof of Stake (PoS) algorithms, is considered one of the most prominent purely domestic projects in my opinion.
● Core Logic:
Conflux's unique Tree-Graph consensus algorithm achieves high scalability and low latency, driven by a technology-focused team, ensuring smoothness and convenience comparable to high-valuation blockchain projects like SOL and ETH. It aligns quickly with the mainstream development pace of Web3, waiting only for further opening and an increase in active users to unlock significant potential. Trendy applications are gradually making their way onto CFX.
● Keys to Launch:
Further support and liberalization for blockchain public chain applications and the metaverse by mainland China.Further popularization of the public chain as a pilot test in China's Hong Kong, Macao, and Taiwan regions.
More official cooperation and implementation with institutions like CITIC, Xiaohongshu, leading to the complete disappearance of traditional capital suppression.
Gradual maturity of Conflux's own development and formal, successful support for BTC L2.
● Expected Valuation:
Current MC FDV of CFX: Fluctuating around $0.9B, Expected FDV: $36B-$80B
4.Opulous (OPUL)
KUCOIN:OPULUSDT
● Basic Introduction:
A music RWA+DeFi project, where RWA has already achieved application cooperation with singers. Investors can participate in purchasing a portion of album rights with OPUL to earn subsequent album revenue shares from the artist. The new feature, Opulous OLOAN, creates a unique bridge between RWA and the music industry. By staking USDC in the pool, it provides funding for musicians and earns extra income on the staked USDC.
OVAULT is a unique staking pool on the Opulous platform that allows you to stake USDC to access a diverse music library. This library, curated by Opulous music experts, features popular and high-performing songs. Participating in OVAULT not only grants access to this music library but also rewards, offering a way to engage with the music industry and profit from staking.
● Core Logic:
The company has a rich network of core music resources, with dittos being a music collaboration company of ED Sheeran, Overall, Opulous maintains a relatively leading position in market rhythm control, ranking as one of the more playful project parties on the Algorand and Arb chains. The pressure from private placements has been fully released.
● Key to Launch:
The further popularization of music applications, as well as the actual revenue generated by high-profit artists.
● Expected Valuation:
OPUL current MC FDV fluctuates around $50M-100M, with an expected FDV of $MUN:10B-$30B
5.Bilibili (BILI)
NASDAQ:BILI
● Basic Introduction:
A video creation and live streaming platform, a haven for secondary elements, and a platform concentrated with young purchasing power, which has invested in a bunch of enterprises leading to poor financial reports in recent years. Thus, the stock price has plummeted from its peak, so let's just drink to that.
● Core Logic:
Currently, the only platform in China that seems capable of competing with YouTube.
Gaming may catch up to the era of Web3 entry points.
High user stickiness, but consumer rights are currently somewhat limited to anime series.
● Key to Launch:
Encourage more original creative educational videos, as most Chinese videos now are summary-based, and original content is much less compared to YouTube. Activating this "wasteland" could be a significant source of revenue for Bili, as many are willing to pay for quality knowledge, but management needs to be stricter to prevent bad money from driving out good.
Investments from the past two years are beginning to generate exit profits.
Revise the business distribution; the current mix of live streaming and gaming services with the website is a bit odd.
● Expected Valuation:
Bili's current valuation: $3.8B MC FDV, with an expected valuation in 5 years of $50-100B.
6.Avalanche / Polygon / Near / Algorand/ Solana
CRYPTOCAP:AVAX BINANCE:NEARUSDT COINBASE:MATICUSD BINANCE:ALGOUSDT BINANCE:SOLUSDT
● Basic Introduction:
Alt-L1 is a core foundational public blockchain infrastructure. AVAX and Polygon are more akin to Ethereum's sidechains, while Sol / Near / Algo have their own underlying architectures + EVM+BTC virtual machine compatibility or stand-alone projects to enhance compatibility with Ethereum. Each public blockchain has its own unique ecosystem. In 2024, it's more suitable for each chain to be discussed separately in a comprehensive series due to their foundational architectures, which cannot be fully covered here without extending into tens of thousands of words.
● Core Logic:
The security of L1's underlying architecture has become increasingly refined. Although there have been debates regarding Sol's foundational security, it's undeniable that Solana has become the largest ecosystem outside of Ethereum, even leading in popularity at times. However, with the initiation of Ethereum's layering series, Ethereum's ecosystem could potentially introduce more gameplay. AVAX, SOL, and Matic are perfect examples of market rhythm mastery, with Near being average in convenience, and Algo being the least market-savvy but having the highest prestige in terms of technical strength and collaborations.
The other L1s are advancing similarly, now engaging in mutual competition. After an uninteresting two years, the public chain ecosystem is finally starting to show some vitality again.
● Key to Launch:
After global macroeconomic black swan events are thoroughly cleared, the new era's focus will shift further towards AI, blockchain, and informational fields, increasing the exploration desire for reservoirs and funds. LSD, Restaking, Rollup, and various new DeFi gameplay will further penetrate major ecosystems, sparking new value bubbles.
● Expected Valuation:
Future MC FDV:
AVAX: 150B
SOL: 300B
ALGO: 60B-150B (300B--- if the team optimizes and gets designated by US policies)
NEAR: 50B-100B
MATIC: 80B-100B (250B--- if designated by Indian policies)
7.Tiger Brokers (Tiger) NASDAQ:TIGR
● Basic Introduction:
A youthful brokerage with excellent trading experience, superb data provision, and UI design, providing ample information on financial reports and data.
● Core Logic:
Undervalued, with virtual licenses approved. The support for compliant tokens like USDC for deposit could significantly increase trading volume and financial income.
● Key to Launch:
Further relaxation and support for compliant KYC by domestic policies.
Overall recovery and accumulation in the financial markets.
● Expected Valuation:
Current FDV: 0.58B, Expected FDV: 10-20 B
8.Planetswatch (Planets)
● Basic Introduction:
An eco-friendly project monitoring air quality through air sensors, allowing for real-time air quality data transmission via different sensor nodes in exchange for token rewards.
● Core Logic:
High early valuation and low circulation rate, with prices significantly dropping due to the bear market and inflation impacts, a common issue for early-stage projects with low circulation rates.
● Key to Launch:
Further global emphasis on environmental infrastructure, with Eco projects becoming a focal point in blockchain discussions.
● Expected Valuation:
Current MC FDV: 2M, Expected FDV: 20M-200M
9.ContextLogic (Wish) $NASDAQ:WISH NASDAQ:LOGC
● Basic Introduction:
Wish is a U.S.-based e-commerce platform founded in 2010 by former Google employee Piotr Szulczewski and former Yahoo employee Danny Zhang. Its parent company, ContextLogic Inc., is headquartered in San Francisco, USA, primarily selling inexpensive household items, clothing, jewelry, electronics, toys, etc.
● Core Logic:
Overhyped by consortia like Goldman Sachs in 2020, leading to a steady fall to the verge of delisting. Prices are near low, with recent market actions and promotions starting to revive.
● Key to Launch:
Further reliance on group buying, especially the expectation of cheap group purchases by the consumption downgrade population.
Entry of new major institutions into the acquisition process.
Revival in financial reports and business.
● Expected Valuation:
Current MC FDV: 0.1B, Expected MC FDV: 2B-10B
10.Waves Enterprises (West) $KUCOIN:WESTUSDT GATEIO:WESTUSDT
● Basic Introduction:
Waves Enterprise is an enterprise-grade blockchain platform for building fault-tolerant digital infrastructures. As a hybrid solution, it combines enterprises, service providers, and decentralized applications in a trustless environment, leveraging the advantages of public permissioned blockchain across a wide range of business use cases.
Sidechains are used for building private or hybrid infrastructures, storing metadata on the mainnet. The platform is powered by Waves Enterprise System Token (
WEST
), the native utility token for all network operations.
● Core Logic:
Enterprise-grade public and private hybrid blockchain protocols may be more easily accepted by traditional enterprises.
● Key to Launch:
Further support for blockchain technology from Russia, with traditional oligarchs and consortiums responding to related policies.
Further popularization
Expected Valuation:
Current MC FDV: 2-5M fluctuation, Expected MC FDV: 2B-5B (20-50B--- if designated by Russia)
Summary:
This article analyzes the long-term potential value of several projects. Some have survived through significant trials and tribulations, and others possess superior fundamentals and philosophies but lack market operation capabilities and are in need of a discerning eye. Therefore, while they have potential, it does not guarantee they will meet expectations, and they may also suffer unexpected setbacks.
The global economy has not yet emerged from the mire; in fact, it can be likened to treading on thin ice where the superficial prosperity cannot mask the unresolved core flaws. Certain festering issues and malignancies have yet to be addressed, so even as the future for AI and blockchain seems bright, it's prudent for individuals and institutions to adhere to a set of personal principles.
For emerging public chains like SEI, TIA, and Layer 2 solutions, as well as diverse projects like Altlayer, Manta, Dymension, Edenlayer, Zeta involving Restaking, LSD, and other novel mechanisms, the extended lock-up periods of this investment round make early valuations even more challenging to gauge. This tests the responsibility and habits of the project teams since the majority of tokens are still in their hands. If the foundation dumps early, new projects could experience significant setbacks. However, there's also the possibility of projects like TIA achieving "vintage" valuations, though such outcomes are difficult to predict swiftly.
The development of the blockchain industry is expected to be relatively bright in the coming years. However, it's important to reiterate the caution stated at the beginning of this article: long-term valuations do not mean a continuous upward trend from current price points. The market could experience intense volatility, similar to a scenario where BTC suddenly drops to
1K
and then rebounds to $40k, although such an event is highly unlikely. If one can maintain a healthy position in such scenarios, there should be no cause for concern.
Remember not to engage in long-term commitments with high leverage. Try to avoid or minimize engagement with contracts unless for entertainment and if you possess sufficient self-discipline. Do Your Own Research (DYOR) remains the primary way to maintain a healthy investment strategy.
Disclaimer: This article is not intended as investment or financial advice but merely reflects the author's opinions and insights, hoping for mutual learning and progress.